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Sequoia Financial Advisors’s Evolent Health EVH Stock Holding History

Sequoia Financial Advisors’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$77.6K Buy
+14,313
New +$54.9K ﹤0.01% 2097

Other funds holding EVH

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Sequoia Financial Advisors's EVH Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Evolent Health (EVH) in Q2 2026: 14,313 shares worth $77.6K. The stake represents ﹤0.01% of the portfolio and ranks #2097 among its holdings.

14 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Sequoia Financial Advisors held 14,313 shares of Evolent Health worth $77.6K as of Q2 2026.
  • Evolent Health was a new Sequoia Financial Advisors position in Q2 2026.
  • Evolent Health made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2097 holding.
  • 14 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.